Position in UNM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$26,641
+$10,356 QoQ
Shares Held
298
+33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#642
of 754 holders
Holding Since
Dec 2021
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $585,887 across 12 Insurance - Life names. UNM ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFC |
Manulife Financial Corp
|
6,661 | $269,837 | |
| 2 | AFL |
Aflac Inc
|
1,030 | $120,767 | |
| 3 | GL |
Globe Life Inc.
|
529 | $94,521 | |
| 4 | PRU |
Prudential Financial Inc
|
635 | $68,535 | |
| 5 | UNM |
Unum Group
This page
|
298 | $26,641 | |
| 6 | LNC |
Lincoln National Corp
|
50 | $1,767 | |
| 7 | JXN |
Jackson Financial Inc.
|
16 | $1,638 | |
| 8 | GNW |
Genworth Financial Inc
|
114 | $1,079 |
All Filings in UNM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,641 | 298 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,285 | 223 | Shares | Sole | 2026-05-05 | |
| 2021-12-31 | $4,570 | 186 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||